Microsoft Word - New Employee Orientation 90-Day Checklist ...
New Employee On-Boarding Checklist Prior to Day 1Prior to Day 1You will receive an email from Human Resources with your new employee’s ID. Follow the link provided to complete required activities.Review the Employee Onboarding intranet webpage to become familiar with onboarding resources your new employee will receive as well as resources for the new employee’s people leader and buddy. Call or e-mail new employee 2 weeks prior to their start date to welcome them.Ensure your calendar is open on your employee’s start date.Your new hire will be given access to myLearning. Select, assign and engage with the New Employee’s “Buddy”. Ensure they are aware of their role and provide them access to the Buddy Guide.Schedule lunch for the new employee for their first week with yourself, their buddy, key team and project members. Consider a team lunch on the first day.Create:Week one agenda to give to your new hire showing time with you, team meetings and meetings or lunches you have scheduled in advance of their arrival. Document showing employee’s 30-60-90 onboarding plan and priorities. Include key contacts Set up reminders in your outlook calendar to check in with the new employee regarding the on-boarding process and priorities at 30, 60, and 90 days Add new employee to key meeting invitationsSend an email announcement to the department and team announcing the new employee and their start date. Forward to the new employee as an FYICreate organization announcement, e-mail as appropriate at your location Depending on your location, determine if it is your role (vs. office manager, IT, etc.) to order computer, software, other business equipment, secure desk location, phone number and name plate. Day 1Day 1Welcome your new employee (coordinate with your local talent acquisition contact)If offered at your location, ensure new hire attends “live” location specific onboardingProvide a tour of the facility, if they have not done so already or ask Buddy to provide a tour. Include safety call outs.Assign New Employee to applicable mailing/distribution listsEnsure your employee hasBuilding security access/badge Been in contact with HR to completed required paperwork and ID checksIf applicable: Collected computer and IT equipmentMeet with New Employee to discussWeek one agenda you have createdIntroduction to department/team members including overview of org chartIntroduction to onboarding BuddyWeek 1 Week 1 Meet with new employee to discuss:Work schedule and how to track time if applicableRoles and responsibilities including documented 30-60-90-day plan and prioritiesTeam policies and practices (vacation, calendars, flexible work arrangements, etc.)Vision, mission, and purpose of your specific business. Local policies, procedures and cultural etiquette e.g. dress code, email/telephone guidelines.Importance of completing training requirements in myLearningResources available to gain an understanding of their region, business and function Ongoing meetings they should attend and how to get added to their calendarTeam/project members, key stakeholders, internal and external partners they will work with and should schedule time to meet with.Tools, systems and Permissions they will need (i.e. SharePoint, file shares, systems, mailboxes, etc.) and training for required systems.When regular 1:1s should happen and who will scheduleUsing Microsoft Teams for virtual meetingsWhere to access office suppliesWhen applicable: Field based resources and encourage consulting with Buddy regarding field-based programs including car/ride programs.Arrange for a welcome e-mail from the division/function leader where applicableMonth OneMonth OneMeet with new employee to discuss:Progress and updates to 30-60-90 day plan and prioritiesHow buddy relationship is goingAny concerns, challenges or questionsLocal Employee Resource Groups (ERGS) available, how to learn more and joinRemind New Employee to review or complete:Personal account information in profile manager, update Career Profile, and add a photo in outlook (under file/account settings)Benefit enrollment according to the regional location deadline. (Within 31 days in the US)Region, business and function specific onboarding resourcesTraining assigned in myLearningWeek 2 and month 1 onboarding surveys when assignedIf they have not done so already, encourage connecting with Team/project members and key stakeholdersOther new hires at your location and global new hires on YammerMeet with the employee’s buddy to review progress and identify additional coaching or guidance required.Months 2 and 3Months 2 and 3Meet with New Employee to discuss: Progress and updates to 30-60-90-day plan and prioritiesCurrent year performance and development objectives and IDP/PDC processesIf applicable for the role: PDC & development goals to enter in Success Factors (if applicable)Progress made towards completion of required training How buddy relationship is goingAny concerns, challenges or questionsRemind New Employee to complete Career Profile with professional skills, expertise and career goals.Meet with the employee’s buddy to review progress and identify any additional coaching or guidance needed.Review the employee’s performance, provide feedback and coach.Encourage completion of 90-day onboarding survey ................
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